15 Semiconductor Stocks Making Impressive Comeback From DeepSeek AI Dip

5. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation is a technology company that focuses on designing and manufacturing Graphic Processing Units and computing & networking hardware. The company operates through the graphics and compute & networking segments. The stock is up 6.81% in the last week against the S&P 500’s 1.13% gains.

Nvidia is set to announce its earnings on 26th February, an event that the market is eagerly anticipating. Evercore recently added the company to its Tactical Outperform list in anticipation of the earnings. The firm believes Nvidia is 5-10 years ahead of everyone else in the market, an advantage that will continue to help the company dominate in the future.

The company’s stock had a strong reaction to the DeepSeek AI news but with time, investors have digested the news well and are confident Nvidia’s advancement in the GPU segment is neither likely to be challenged anytime soon nor becoming irrelevant because cheaper AI models are emerging. Nvidia derives its strength not just from its high-quality products but also from its unique ecosystem, which won’t be challenged by the emergence of DeepSeek or similar technologies.

South Korea just announced to buy 10,000 GPUs from Nvidia this year, which goes to show that countries still want the high-end GPUs to fulfill their computation needs. If the earnings next week beat analyst estimates, the market may finally reward investors who’ve been frustrated by the sideways stock movement since the last two quarters.